KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.79M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.45M
5
AAPL icon
Apple
AAPL
+$840K

Top Sells

1
+$5.01M
2
+$4.3M
3
+$4.13M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.02M
5
CADE
Cadence Bank
CADE
+$752K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+1,000
352
$11K ﹤0.01%
+150
353
$11K ﹤0.01%
+380
354
$10K ﹤0.01%
+86
355
$10K ﹤0.01%
+252
356
– –
-2,000
357
– –
-384
358
– –
-1,469
359
– –
-1,249
360
– –
-33,913
361
– –
-372
362
– –
-519
363
– –
-11,910
364
– –
-1,300
365
– –
-1,477
366
– –
-752
367
– –
-400
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